Whether your goal is lining up one new customer a day or one a month, having a strategy to manage customer leads will save you time and energy. This is the third of a four-part series on CRM, customer relations management. Read the first part, “Getting the Most Out of a Lead”, here. Read the second part, “Organize Your Leads for Max Profits”, here.

Let’s face it: Small business owners handle most of their day-to-day operations using their mobile device. A survey done by GetData in 2015 found that “almost 75% of managers of small businesses access their work data from a mobile device on a daily basis.” Whether it be a tablet or a smartphone, the mobile device has become the tool for small business owners. It connects managers to customers and crews, and holds information on projects and finances.

Since your phone is always by your side, it only makes sense to have access to your CRM system (customer relations management system) on your mobile phone. Here are a few benefits of doing business from your phone, and added benefits if you’re using the cloud.

• Tighten your sales cycle by having all your client, inventory, and personnel data in one place.
• See real-time status on prospective leads, and know what your sales team is saying and doing to close the sale.
• Add new leads as you get them in the field, and waste no time assigning them to your sales team.

Mobile devices are essential to managing your CRM program. Clients expect their service providers to have their information readily accessible, and service-based companies that don’t meet these expectations look unorganized and unable to provide top-notch service. If you haven’t already, it’s time to move your CRM system to your mobile device.

With the Service Proz Solution, you are able to access your CRM data from your mobile device while out in the field. Start saving time and streamlining your business today!

How do you use your mobile device to manage your leads? Tell us in the comments section.

Download the app and try out Service Proz for yourself. While you’re at it, sign up for an account on our website and talk to Billy about scheduling a walk-through!